Investor
Polunin Capital Partners Ltd
CIK 0001629869 · filed 2026-04-15 · SEC filing
13F book
$385.4K
Positions
16
1 new · 9 sold
Largest name
27.4%
Alibaba Group Hldg Ltd
Est. mark
−$83.2K
Price effect on 15 names still held. Flow −$180.5K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alibaba Group Hldg Ltd | — | 862.6K | $105.5K | 27.4% | −$37.2K | Cut−$123.4K |
| PagSeguro Digital Ltd. | PAGS | 5M | $53.2K | 13.8% | $2.45K | Added$8.34K |
| StoneCo Ltd. | STNE | 3.35M | $47.9K | 12.4% | −$738 | Cut−$767 |
| Daqo New Energy Corp. | DQ | 1.74M | $36.4K | 9.4% | −$6.29K | Added−$361 |
| Baidu Inc | — | 288.4K | $32.1K | 8.3% | −$11K | Cut−$29.7K |
| Acm Resh Inc | — | 763.3K | $31.8K | 8.3% | — | New |
| Full Truck Alliance Co. Ltd. | YMM | 3.15M | $26.1K | 6.8% | −$4.98K | Added−$4.97K |
| Canadian Solar Inc. | CSIQ | 2M | $25.6K | 6.6% | −$17.9K | Cut−$18.1K |
| Autohome Inc. | ATHM | 1.14M | $20K | 5.2% | −$6.41K | Cut−$6.43K |
| Galiano Gold Inc. | GAU | 1.85M | $4.66K | 1.2% | −$480 | Cut−$516 |
| Dbx Etf Tr | — | 23.2K | $749 | 0.2% | −$29 | Held |
| Kraneshares Trust | — | 19.2K | $541 | 0.1% | −$146 | Held |
| Canaan Inc. | CAN | 1.19M | $495 | 0.1% | −$447 | Held |
| Magnachip Semiconductor Corp | MX | 57K | $164 | 0.0% | −$9 | Cut−$851 |
| Baozun Inc. | BZUN | 60.2K | $153 | 0.0% | −$15 | Held |
| Douyu Intl Hldgs Ltd | — | 12.2K | $59 | 0.0% | −$24 | Cut−$1.83K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.